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Millennials: Balancing Service & Compliance Webinar Recording
Millennials: Balancing Service & Compliance Webinar

Webinar Details

  • Air Date: Wednesday, August 31, 2016
  • Running Time: 75 minutes
  • Hosted by: Dodd Frank Update

Recording Format: Adobe Flash video presentation
plus PDF presentation materials and MP3 audio files all on one CD-ROM

Our Price: $69.99

Product Code: ORW083116


How to meet service preferences without compromising compliance

This 75-minute webinar, hosted by Dodd Frank Update, examines how to balance the regulatory demands of compliance, fair lending and consumer protection with the communication and service preferences of millennials.

Instructors Kristin Messerli, Managing Director, Cultural Outreach Solutions, and Chris Willis, Partner, Ballard Spahr LLP, offer solutions on managing compliance when building a plan to meet evolving customer needs.

Instruction will include:

  • Remaining compliant as borrowers become increasingly digital, social and mobile
  • The impact of millennial tastes and trends on product design
  • Fair lending to a diverse consumer base
  • Entrepreneurship: A key credit characteristic of millennial borrowers
  • And much more!

Explore how to mesh regulatory compliance with borrowers who expect a seamless, positive lending experience ... register now!

Viewers will receive the full PowerPoint presentation along with related articles from October Research, LLC publications.

Click here to register for this webinar today!

Featured Instructors:


Kristin MesserliKristin Messerli
Managing Director
Cultural Outreach Solutions

Kristin Messerli is the Founder and Managing Director of Cultural Outreach Solutions, specializing in helping companies in the mortgage industry better reach and serve multicultural and millennial homebuyers. Her expertise is in multicultural marketing, millennial homeownership and compliance with diversity regulations in the Dodd-Frank Act.

Messerli is a frequent speaker at national conferences in the industry and has written for numerous publications. In addition to her business, she consults with the National Association of Hispanic Real Estate Professionals (NAHREP) Consulting Services, and she is the co-author of the MBA’s Dodd-Frank Section 342 Compliance Essentials Toolkit.

She started her career in the mortgage industry and later worked as a social worker both locally and abroad, training providers on culturally competent practice. Prior to starting her own business, she consulted with former McKinsey consultants at the Center for the Creation of Economic Wealth to develop international social enterprises.

Kristin is fluent in Spanish and holds her Masters in Public Administration from the University of Oklahoma.

Christopher WillisChristopher Willis
Ballard Spahr LLP

Christopher Willis leads the firm's Consumer Financial Services Litigation Group. He devotes his practice to assisting financial services institutions facing government investigations and examinations, counseling them on fair lending risk and compliance assessments, and defending them in individual and class action lawsuits brought by consumers and enforcement actions brought by government agencies.

Willis also chairs the firm's Fair Lending Task Force. His clients span the financial services industry and include banks and non-banks, mortgage banking lenders and servicers, debt collectors and buyers, third-party service providers, student lenders and servicers and auto finance companies.

Willis speaks nationally on the subject of consumer financial services law and has been featured in numerous articles.

Chris FreemanChris Freeman
Editorial Director
October Research, LLC

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